Fabiola Alejandra Acosta

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → 02/2024
  J.P. Morgan Securities Llc
  New York, NY
• 04/2023 → 02/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2022 → 03/2023
  Citibank
  New York, NY
• 01/2021 → 01/2022
  New York Superior Realty
  New York, NY
• 05/2020 → 05/2021
  Premium Merchant Funding
  Brooklyn, NY
• 02/2019 → 03/2020
  Eataly
  New York, NY
• 08/2017 → 11/2018
  Cohen & Aguirre Lobby Solutions
  Madrid
• 05/2016 → 07/2017
  Mercantil Bank
  Caracas
• 04/2020 → 04/2020
  Unemployed
  New York, NY
• 12/2018 → 01/2019
  Unemployed
  New York, NY
• 07/2020 → 10/2021
  New York Life Insurance Agents
  New York, NY
• 02/2024 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-04-30
• S63 Uniform Securities Agent State Law Examination
  2023-06-22

Other Names

• Fabiola Alejandra Acosta
• Fabiola Alejandra Acosta Ortiz
• Fabiola Acosta